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iShares Short Maturity Bond ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
176
Capital Advisory Group Advisory Services
Minnesota
$635K – – –
SFPG
177
Stonebridge Financial Planning Group
Florida
$619K +$9.06K +178 +1%
TWA
178
TCI Wealth Advisors
Arizona
$601K +$4.43K +87 +0.7%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$595K -$16.2K -319 -3%
LGWM
180
Litman Gregory Wealth Management
California
$591K +$591K +11,614 New
OPWM
181
Oxinas Partners Wealth Management
Indiana
$586K +$16.1K +316 +3%
CSI
182
Cross Staff Investments
New York
$584K +$1.12K +22 +0.2%
HF
183
HRT Financial
New York
$577K +$577K +11,361 New
CCMG
184
Clark Capital Management Group
Pennsylvania
$571K -$7.86M -154,419 -93%
Cerity Partners
185
Cerity Partners
New York
$570K – – –
VFG
186
Valley Financial Group
Pennsylvania
$566K -$8.5K -167 -1%
FAT
187
First American Trust
California
$565K +$565K +11,105 New
Bank of New York Mellon
188
Bank of New York Mellon
New York
$564K +$56.9K +1,119 +11%
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$563K -$709K -13,931 -56%
CFO
190
CVA Family Office
Colorado
$561K – – –
PA
191
Pinnacle Associates
New York
$560K +$165K +3,245 +42%
KFP
192
KMG Fiduciary Partners
Ohio
$552K +$552K +10,849 New
SG
193
Stanich Group
New York
$548K -$11.8K -231 -2%
CC
194
Courier Capital
New York
$541K -$11.5K -227 -2%
HI
195
Hudock Inc
Pennsylvania
$540K +$4.12K +81 +0.8%
OP
196
ORG Partners
Indiana
$536K +$536K +10,565 New
SPAS
197
Spectrum Planning & Advisory Services
California
$531K -$26.2K -516 -5%
TWP
198
Tyche Wealth Partners
Texas
$527K -$5.09K -100 -1%
4WM
199
4J Wealth Management
Virginia
$518K – – –
GF
200
Gries Financial
Ohio
$512K – – –
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8
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